Broker Level users can export the leads in their CINC system into a spreadsheet file at anytime. Although we highly recommend that only Brokers have access to this tool, Agents and Partners that need to regularly export leads can do so with the "Export Leads" Account Permission enabled. Click here to learn more about adjusting your team's Account Permissions.
Before accessing the Export Tool, within your Leads Dashboard filter your leads down to the segments you wish to export. Once an export of leads is requested we'll send the downloadable lead data to the email address specified via .CSV and .XLS file types.
If you have further questions about Exporting Leads please contact CINC Support at (855) 246-2717 or email email@example.com.